Matthew Gough

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Middletown, RI

Credentials

Series 66

Industry experience

8 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management

Work history

Edward Jones

2017 - Present (9 years)

Amica

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Greg Y

CFP®, ChFC®, EA

North Kingstown, RI

Apforia

At Ahead Full Wealth, we help people who’ve built a good life feel confident they’re making the most of it, financially and otherwise. We serve those who’ve quietly crossed significant milestones: a military retirement, a solid government pension, a seven-figure portfolio. They’ve done well but wonder if there’s more they could be doing. We step in with clear, strategic advice that fits their real life—focused on what matters most, not just what’s possible. As a fee-only planner based in North Kingstown, Rhode Island, I work closely with mid- to late-career military families, educators, and government professionals. These clients often juggle complex benefits, career shifts, and big family decisions. My job is to simplify those moving parts, bring structure to the chaos, and help align their money with the life they want to lead—today and in the years ahead. Ahead Full was built to offer deeply personal planning, the kind that evolves with you. Our process helps clients get clear on their goals, navigate tradeoffs, and make confident decisions with their finances. Whether we’re managing investments, modeling a Roth conversion strategy, or choosing the right survivor benefit plan, we’re here to guide with intention and care. In October 2024, we joined APFORIA, LTD as a tenant firm. This partnership expands our capabilities while preserving our independent voice and close-knit approach. We’re still Ahead Full—just with a little more wind in our sails. I bring experience as a military leader, educator, business owner, and planner. I know how life can pull in a hundred directions. And I know how good it feels to regain your bearings. That’s the work I love: helping people steer with purpose and move forward, full ahead.

Military & Veterans Educators, Teachers, and Academics Government Employee Gen Y/Millennials (Born 1980-1995)

Piers S

Series 63, Series 65

Newport, RI

Fidelity

Piers Sullivan is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop strategic financial plans tailored to their unique goals. He has been with Fidelity Investments since 2019, progressing through roles including Intern, Financial Representative, Relationship Manager, and currently as a Planning Consultant. He holds a California Insurance License, which supports his work in financial planning and client relationship management. Outside of his professional responsibilities, Piers has personal interests that include fitness, music, reading, surfing, and tennis.

General retirement planning Income planning Cash flow / budgeting

Amanda A

Series 63, Series 66

Portsmouth, RI

Fidelity

Amanda Albert is a Wealth Management Planning Consultant at Fidelity Investments. In her current role, she partners with clients as part of their wealth advisory team to develop, maintain, and service comprehensive wealth plans tailored to clients and their families. Amanda has been with Fidelity Investments since 2015, holding various positions including Financial Representative from 2015 to 2017 and Relationship Manager from 2017 to 2019 before assuming her current role in 2019. Her professional experience encompasses wealth management and client relationship management. She holds an Arkansas Insurance License.

Wealth management

Leslie P

Series 66

Wakefield, RI

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Multi-generational wealth transfer Retirement income strategy Wealth management Educators, Teachers, and Academics Intergenerational Families

Kyle C

Series 63, Series 66

Charlestown, RI

Merrill

Kyle Conley is an International Wealth Advisor with Merrill Lynch Wealth Management, where he has been providing financial services since 2005. He focuses on developing strategies to address the financial and investment needs of both individuals and companies, including private and public entities. Utilizing the resources available through Merrill Lynch and its strategic partners, Kyle works to manage clients’ assets and liabilities by crafting personalized wealth management plans tailored to their risk tolerance, time horizon, liquidity needs, and overall investment objectives. Kyle holds a bachelor's degree in Economics from Boston College and has furthered his studies in international economics at the University of Melbourne in Australia. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). Residing in Syosset, NY with his wife and three children, Kyle is active in his church and local community. He maintains a commitment to the Merrill tradition of community involvement through volunteer work with local organizations.

Wealth management

Dane S

CFP®, Series 65, Series 66

Portsmouth, RI

Fidelity

Dane Selke is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2021. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2020 to 2021. His earlier experience includes working as a Financial Advisor at Edward Jones from 2018 to 2020 and as a Senior Financial Advisor at Plante Moran Financial Advisors from 2011 to 2018. As a Certified Financial Planner (CFP) professional, Dane collaborates with individuals and families to organize, grow, and preserve their wealth. He focuses on understanding clients' goals, wishes, and desires to develop and implement client-first strategies aimed at progressing towards their personal and family financial objectives.

Wealth management
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